Discover Privalto

Peace of Mind

Our fund strategies are index-based and offer the benefits of passive investments:

Cost-efficiency: lower Annual Management Charges, no performance fee
Liquidity: Daily dealing at NAV, no bid-offer spread, no exit-fee
Ease of access: direct investment with BNP Paribas and access via the major fund supermarkets and platforms

Access

The Privalto funds are based on BNP Paribas' cutting-edge quantitative strategies, which offer:

Full transparency: we disclose our quantitative asset allocation models, which allows a complete transparency (glass-box)
Strict risk-control: the asset allocation must follow the model and therefore can not breach the limits that are set within the model itself (full control and increased stability)
Alpha-generation: unlike traditional trackers that passively follow one single market, dynamic quantitative strategies can adapt to changing market conditions and generate alpha
Powerful diversifier: quantitative strategies show reduced correlation with traditional active strategies (no "herd mentality")

Tax Efficient

Shares of the funds will be eligible for all existing tax-wrappers:

ISA/PEP
SIPP/SSAS
Onshore and offshore bonds
Subject to CGT for direct investments
(applies to non-income distributing funds)

Client Types

The Privalto funds offer different risk/return profiles to suit each segment of your clients' portfolios

Privalto Enhanced Tracker Funds: offering direct access to BNP Paribas cutting-edge quantitative strategies (open-ended, no capital protection) => diversification alternative to traditional medium- and high-risk funds
Privalto Protected Funds: combining dynamic quantitative strategies with capital protection => diversification alternative to traditional low-risk funds

Privalto UK is BNP Paribas' range of OEIC funds that combine the cost-efficiency and liquidity of passive investments with the transparency and alpha-generation of dynamic quantitative asset management.

Extending the limits of traditional investments, our funds allow you to better balance risk and return and increase diversification in your clients' portfolios.

Learn more about us...